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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,089 | $93,598+35.8% | $135,974-6.5% | $75,173+69.1% |
| Participation rate | 94.5% | 75.2%+19.4pp | 81.9%+12.6pp | 67.2%+27.3pp |
| Annual return | 22.22% | 30.89%-8.7pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $4,774 | $3,538+34.9% | $4,859-1.8% | $2,671+78.7% |
| Participant deferral / active EE | $11,486 | $6,405+79.3% | $7,760+48.0% | $4,126+178.4% |
| Admin fee / account holder | $1,716 | $6,978-75.4% | $10,767-84.1% | $5,651-69.6% |